Applied Aerospace & Defense Inc

AADX

時価総額 $19.6億

On CNBC's “Mad Money Lightning Round,” Jim Cramer said he would stick with Applied Aerospace & Defense, Inc. (NYSE:AADX).

Applied Aerospace & Defense is rated Buy after a 37% post-IPO decline, offering an improved entry point. AADX's June IPO meaningfully reduced net leverage, enhancing financial flexibility for growth and selective acquisitions. Q2 revenue grew 47% year-over-year with a $1.13 billion backlog, but margin expansion and positive cash flow hinge on successful program ramps.

Applied Aerospace & Defense shares have declined 35% since IPO, bringing valuations to more attractive levels. Applied Aerospace now trades at below 3x sales and 14–15x EBITDA, with improving earnings visibility and a growing $1.13 billion backlog. Second-half revenue guidance implies strong sequential growth, while adjusted EBITDA guidance suggests potential upside versus consensus.

Baron Small Cap Fund (the Fund) was up 12.57% (Institutional Shares) in the second quarter, trailing the Russell 2000 Growth Index (the Index) by 13.14%, as the Index was up 25.71%. Shares increased during the quarter as Vertiv reported strong Q1 financial results (adjusted earnings per share increased 83% year-over-year) and increased fiscal year guidance fueled by organic sales growth of around 30%. Planet Fitness, Inc. , the leading high-value, low-cost gym operator, detracted from performance in the second quarter after the company lowered full-year guidance following weaker-than-expected member additions in the first quarter.

HUNTSVILLE, Ala.--(BUSINESS WIRE)--Applied Aerospace & Defense (“Applied”), a premier provider of advanced manufacturing for mission-critical space and defense applications, today announced that industry proven growth executive Elizabeth Robertson, has joined the company as executive vice president of business development. In this role, Elizabeth will lead enterprise growth, new program capture, and strategic customer relationships across three core markets: Space & Launch Systems, Defe.

On CNBC's “Mad Money Lightning Round,” Jim Cramer said Applied Aerospace & Defense, Inc. (NYSE:AADX) is losing money.

Investors need to pay close attention to AADX stock based on the movements in the options market lately.

Uncomfortably, that earnings report was its first as a publicly traded company. On the bright side, all three of its business units boosted their revenue.

Applied Aerospace & Defense, Inc. (AADX) Q2 2026 Earnings Call Transcript

Applied Aerospace & Defense NYSE: AADX reported record second-quarter revenue and adjusted EBITDA in its first earnings call as a public company, while highlighting a growing contract backlog, capacity investments and continued demand across space and defense programs.